PhoenixTeam

PhoenixTeam Enabling homeownership through technology. Phoenix provides overall leadership and guidance to our clients’ most important efforts.

Formed in 2015, PhoenixTeam is a professional services company focused on full lifecycle opportunity management, software product management, and technology solution delivery. Formed by three partners with an extensive work history together, Phoenix is the realization of a 15-year mission to build a team-based approach for serving the needs of federal and commercial clients. Our team of managing p

artners has over 15 years of experience apiece in our practice areas. Whether we are managing your bid submission, running complex technology implementations, or helping get a troubled project back on track, our private and federal clients alike are confident that we understand the full project life cycle, and will lead their effort from the initiation and planning phases to completion.

For years our industry has relied on a familiar model for innovation: identify problems, document requirements, and hand...
06/23/2026

For years our industry has relied on a familiar model for innovation: identify problems, document requirements, and hand them off to product and engineering teams to build solutions. The process works, but it also concentrates innovation in the hands of a relatively small number of technical specialists who must have enough domain knowledge to understand the problem. AI changes that dynamic.

With the right education, tools, governed data access, and controls, the technical barriers that once separated problem experts from solution builders begin to disappear. Domain experts become active creators of solutions, making innovation a natural extension of their expertise.

The result is not simply faster delivery. It is an expansion of innovation capacity, enabling more people to contribute, more problems to be addressed, and more opportunities for value to be discovered, tested, shared, and scaled.

Read the full article to explore how AI is reshaping the mortgage innovation lifecycle.

https://www.phoenixoutcomes.com/news-and-insights/continuous-mortgage-innovation-pipeline

Juneteenth is a celebration of freedom, heritage, and progress made through generations of perseverance in the pursuit o...
06/19/2026

Juneteenth is a celebration of freedom, heritage, and progress made through generations of perseverance in the pursuit of equity. Today, we honor the lasting impact of Black communities and recognize the leadership, advocacy, and excellence that have shaped our nation. As we reflect on the significance of this day, we celebrate the legacy that continues to inspire future generations.

Happy Juneteenth!

We’re excited to share that Phoenix Burst has been recognized as a MortgagePoint Tech Excellence honoree for the second ...
06/16/2026

We’re excited to share that Phoenix Burst has been recognized as a MortgagePoint Tech Excellence honoree for the second consecutive year!

Burst has continued to evolve as an enterprise-ready AI platform purpose-built for mortgage and financial services organizations, transforming complex regulatory change into clear, actionable intelligence and redefining operational excellence for regulated industries.

This has been a year of significant momentum, marked by platform growth and key milestones, including achieving SOC 2 Type II compliance. We're proud of what we've accomplished, and even more excited about what's ahead.

Thank you to MortgagePoint for continuing to spotlight the companies and technologies driving meaningful innovation across the mortgage and housing ecosystem. We’re honored to be recognized alongside organizations helping shape the future of the industry.

Stay tuned for our full company profile in the June edition of MortgagePoint Magazine: http://themortgagepoint.com/

See the full list of award recipients: https://themortgagepoint.com/2025/03/31/mortgagepoint-announces-2025-tech-excellence-award-recipients/

Last week, Laura MacIntyre attended the Mortgage Bankers Association Chairman’s Conference, joining leaders from across ...
06/15/2026

Last week, Laura MacIntyre attended the Mortgage Bankers Association Chairman’s Conference, joining leaders from across residential, commercial, and multifamily real estate finance for conversations on the challenges, opportunities, and priorities shaping the industry today.

The conversations centered on what leaders are dealing with right now: a tough market, pressure to do more with less, new technology, AI, and the search for real growth opportunities.

Those themes mirror what we’re seeing every day across the industry. Leaders are looking at where technology, AI, and operational change can actually help their organizations move faster, work smarter, and stay competitive.

Grateful for the chance to connect with leaders thinking seriously about what comes next for the industry.

We're excited to introduce the inaugural Human Futures cohort and begin a summer dedicated to preparing these young prof...
06/12/2026

We're excited to introduce the inaugural Human Futures cohort and begin a summer dedicated to preparing these young professionals to build careers in a world where AI is central to the way we work.

Over the next 13 weeks, this cohort will work on real projects, develop professional skills, explore how AI is changing the workplace, and gain experience that helps bridge the gap between education and employment.

Most importantly, they'll have the opportunity to build confidence in their ability to learn, adapt, contribute, and create value in a rapidly changing world.

Meet the Cohort:
Max Blunck – Technology 🤖
Will Bradshaw – Technology 🤖
Will Cobey – Marketing ✨
Joey Cordaro – Technology 🤖
RJ Cupelli – Technology 🤖
Connor Dennis – Technology 🤖
Peter Ewart – Technology 🤖
Michael Grochowski – Federal 🏛️
Austin Humes – Commercial 🏢
Mehreen Ijaz – Federal 🏛️
Travis Jones – Technology 🤖
Sofie Keppler – Technology 🤖
Aditi Kumar – Technology 🤖
Eli Lego – Operations ⚙️
Ariel Litwin – Technology 🤖
Adam Mecci – Technology 🤖
Sophie Posner – Technology 🤖
Parker Pratt – Technology 🤖
Taylor Reyes – Marketing ✨
Sydney Shanks – Federal 🏛️
Tanya Trodden – Technology 🤖

This group brings together curious minds, fresh perspectives, and a willingness to take on new challenges. We're honored to be part of their journey and excited to share the impact they create throughout the summer. Stay tuned!

Learn more about Human Futures: https://aifutures.com/

06/11/2026

When we talk about AI in mortgage, not every use case carries the same level of risk or opportunity.

Tela G. Mathias broke down mortgage AI adoption into three categories: decisioning, decision support, and decision-adjacent workflows. The conversation explored why organizations should approach direct decisioning with caution, while recognizing the immediate value AI can bring through automation, summarization, sentiment analysis, and operational efficiency.

But the discussion went beyond incremental improvements. She shared a forward-looking perspective on how generative AI gives lenders the opportunity to rethink the mortgage process entirely by moving away from layered after-the-fact reviews and toward systems capable of evaluating decisions in real time, at scale.

The most meaningful AI transformation in mortgage won’t come from simply speeding up existing workflows. It will come from redesigning processes around what AI now makes possible.

Watch the full webinar here:
https://www.linkedin.com/events/7459971331380535296/

Helping organizations manage compliance and maintain regulatory alignment is at the core of what we do. As AI becomes an...
06/10/2026

Helping organizations manage compliance and maintain regulatory alignment is at the core of what we do. As AI becomes an increasingly integral part of mortgage operations, we're focused on helping compliance and risk management pros understand where these tools can streamline workflows and drive real value.

Join Mortgage Bankers Association and PhoenixTeam for a hands-on virtual training designed specifically for compliance officers, auditors, and risk managers.

In this 90-minute session, you'll learn how to:
• Apply AI tools to streamline compliance reviews and identify gaps against regulatory requirements
• Detect and interpret anomalies and emerging risks in mortgage data
• Create and refine prompts that improve the accuracy, clarity, and regulatory alignment of AI-generated outputs in compliance and risk workflows.
• Validate AI outputs for accuracy, bias, and compliance risk
• Apply AI responsibly within established governance and oversight frameworks

Whether you're evaluating AI tools for the first time or looking to strengthen your organization's governance capabilities, this session will provide the foundational knowledge and real-world skills needed to assess, adopt, and apply AI with confidence.

Space is limited, reserve your spot today: https://www.mba.org/conferences-and-education/event/2026/06/23/default-calendar/ai-for-compliance-and-risk-management-professionals-81945

Laura Maclntyre is on the ground at Mortgage Bankers Association Chairman’s Conference this week, where industry leaders...
06/08/2026

Laura Maclntyre is on the ground at Mortgage Bankers Association Chairman’s Conference this week, where industry leaders are having the kinds of conversations that shape what comes next in housing finance.

The industry is navigating change on multiple fronts, from policy adoption and market shifts to technology strategy and customer expectations. This event provides an opportunity to hear how leaders across the industry are interpreting the same environment through different lenses. What looks like a challenge in one corner of the market can surface as an opportunity in another, creating a broader view of where the industry is heading.

At PhoenixTeam, we work alongside organizations as they navigate many of these same forces. We’re bringing a unique perspective to the conversation, one shaped by how strategic priorities, operational realities, and technology decisions intersect across the industry.

If you’re attending, be sure to connect with us!

What an incredible week at the MISMO Spring Summit! We were proud to join fellow industry leaders dedicated to advancing...
06/05/2026

What an incredible week at the MISMO Spring Summit!

We were proud to join fellow industry leaders dedicated to advancing the standards that power the future of the mortgage ecosystem.

From working sessions to thought-provoking watercooler chats, the week was filled with opportunities to exchange perspectives, strengthen industry alignment, and help move standards forward. Here are the highlights:

✨ Throughout the Summit, our team of Certified MISMO experts, Erin Bittenbender, Kellie Stoll, and Leeann Walker remained focused on the real work behind industry progress. They facilitated several Development Workgroups (DWGs) and Communities of Practice (CoPs), guiding conversations around key initiatives and that shape what comes next.

✨ Tanya Brennan shared her expertise during a featured Summit session focused on standards implementation and maximizing the value of industry standards, highlighting the important role MISMO Certified Consultants play in helping organizations bridge the gap between standards adoption and real-world results.

✨ Meanwhile, Erin helped lead the conversation on Mortgage Compliance Dataset readiness, exploring how lenders and technology partners can prepare for a more streamlined and standardized approach to compliance.

✨ Adding to an already successful week, Kellie received her Certified MISMO Standards Professional (CMSP®) designation! This achievement is a testament to her expertise and ongoing commitment to setting the highest standard in mortgage technology. Congrats Kellie 🎉

Thank you to everyone who to the time to connect with us. We're leaving Louisville energized by the momentum created and the commitment shared across the MISMO community.

We're proud to share that PhoenixTeam has once again earned a spot on the 2026 Inc. Best Workplaces list! This recogniti...
06/04/2026

We're proud to share that PhoenixTeam has once again earned a spot on the 2026 Inc. Best Workplaces list!

This recognition marks our fourth year on the nationally recognized list, placing us among a select group of organizations celebrated for creating exceptional employee experiences and a culture where people can thrive.

For us, it's a testament to what makes PhoenixTeam special: the trust we've built, the relationships we've cultivated, and the shared commitment to helping each other grow while delivering meaningful outcomes for those we serve.

This achievement belongs to our incredible team. Thank you for bringing your passion, expertise, and dedication to PhoenixTeam each and every day.

Here's to continuing to build a workplace where people love what they do, and who they do it with. 🎉

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Arlington, VA
22207

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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